Phan Vee Leung, CFA – Founder, CIO and Programme Author

The Interesting Story

Vee spent his formative years in Klang and Petaling Jaya, suburbs outside Kuala Lumpur, Malaysia. He enrolled in the University of Manchester Institute of Science and Technology and graduated with a Bachelors of Electronic Engineering in 1997, at the height of the Asian financial crisis. Expecting no jobs to be found in Asia, he went to a recruitment fair in London hoping to land a job in IT (those were the days of the Nasdaq bubble and boom), but inexplicably ended up with a trading job with Chase Manhattan Bank London (which later bought JPMorgan and became JPMorgan Chase).

After working in London on the Scandinavian Interest Rates trading desk for almost a year, he was transferred to the Singapore office. For the next few years, he worked in both the Singapore and Seoul offices.

In 2001, he received a call from his first boss/mentor from his days in London, who has since become the Global Head of Foreign Exchange for JPMorgan. Vee was asked if he wanted a job in New York, to increase their risk taking activities in Asian financial products and he instantly said “Yes”. When asked if he needed time to think about it, he replied, “What’s there to think about?”.

Within a year of arriving in NY, his boss and Vee, together with two other partners, went on to set up a global macro hedge fund, NorOdin Investment Management which had peak assets of US$1.2 billion.

In 2008, Vee joined Deutsche Bank Singapore to set up the Cross Markets Trading team and run the SGD Short Term Interest Rates trading team. He, then joined Morgan Stanley Hong Kong in 2010 to take on the role of Head of Offshore Asian (ex-Japan) FX & Interest Rates Trading. He did this for two years before he took a break from professional finance to pursue the proverbial “other interests”.

This pursuing of other interests took him to various countries and he even spent 6 months in National Taiwan Normal University (NTNU) in Taipei to study Mandarin because he was tired of being illiterate. One question that he sought to answer was, “How could I have lived my life better, both personally and professionally, if I was given a chance to do it again?” During his time out from finance, he spent many of his waking hours (that were not spent of doing other more fun things) to create a framework for trading that incorporated all the lessons of his career. This framework was the idea behind the founding of TrackRecord Pte. Ltd. in March 2016.

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